SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$816M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.49M
3
+$1.97M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.65M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$2.53M
2
+$1.92M
3
+$1.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.26M

Sector Composition

1 Healthcare 11.75%
2 Technology 10.75%
3 Industrials 7.19%
4 Financials 7.08%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10K ﹤0.01%
213
652
$10K ﹤0.01%
375
653
$10K ﹤0.01%
192
654
$10K ﹤0.01%
200
-200
655
$10K ﹤0.01%
647
656
$9K ﹤0.01%
1,500
+200
657
$9K ﹤0.01%
114
-147
658
$9K ﹤0.01%
258
-19
659
$9K ﹤0.01%
566
660
$9K ﹤0.01%
19
+10
661
$9K ﹤0.01%
200
662
$9K ﹤0.01%
264
+180
663
$9K ﹤0.01%
250
664
$9K ﹤0.01%
106
665
$9K ﹤0.01%
1,050
+175
666
$9K ﹤0.01%
2,855
667
$9K ﹤0.01%
125
668
$9K ﹤0.01%
100
669
$9K ﹤0.01%
700
670
$9K ﹤0.01%
100
671
$9K ﹤0.01%
750
672
$8K ﹤0.01%
1,840
673
$8K ﹤0.01%
+300
674
$8K ﹤0.01%
+150
675
$8K ﹤0.01%
222
-150
25 26
27
28 29